Bogart Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bogart Advisory Group LLC describes its target client base as high‑net‑worth individuals and offers ongoing portfolio management services, including the preparation of individualized investment policy statements and a request for discretionary trading authority. Although categorized as an investment manager, the brochure notes the firm was formed in January 2026 and currently reports no assets under management or active client accounts.
The firm states its investment process combines fundamental analysis with modern portfolio theory and implements long‑term trading across mutual funds, equities, ETFs, and fixed‑income securities. It documents client risk tolerance and tailors allocations to individual goals, emphasizing regular monitoring and a stated policy to allocate investment opportunities fairly among client accounts and to act as a fiduciary for retirement accounts.
Distinctive disclosures in the brochure include an explicit statement that the firm does not participate in wrap fee programs, does not accept performance‑based fees, and does not aggregate (block) trades for multiple client accounts. The firm also recommends Schwab Institutional as custodian and notes it may receive research or other “soft dollar” benefits from custodians, and it will not accept proxy‑voting authority for client securities.
Client services
Expertise
Fee options
1.50% annually
Main office
East Islip NY
Advisors at this office
1
Most active in
New York
Also doing business as
Bogart Advisory Group LLC · Bogart Advisory Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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